Once interconnectivity is enabled by your CSM and integrated into the workflow, authorized users can establish connections between entities like ideas, campaigns, and projects across different subsystems.
If you want first to look for the entity to connect, click the + icon in the interconnectivity section from the idea page:
A menu will appear, indicating the available content types and their respective subsystems. Choose the desired content type, such as Ideas or Campaigns. If there is only one option, it will selected automatically.
To find relevant content, enter the corresponding text into the search bar or use the filers.
The results will display relevant content ordered by relevancy.
You can select one or more entities based on the connection type (one-to-many or many-to-many).
Clicking the "Connect" or "Connect and close" button enables you to automatically establish the desired connection.
Please note that there is also a way to create a new connected entity from this window.
For example, creating a new project from an idea that was approved, or creating a new idea that address an existing need.
Another way to connect ideas is to select on of the matchmaking suggestions generated by the system:
To connect ideas, click the connect icon next to the relevant entity. In the window that opens, choose the relationships type.
Disconnecting already connected entities is used by clicking the disconnect icon in the interconnectivity section.
For more information on how to configure Interconnectivity, please visit: